See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,286 | $114,381-95.4% | $107,525-95.1% | $142,382-96.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 27.23% | 242.71%-215.5pp | 181.32%-154.1pp | 217.08%-189.8pp |
| Employer contribution / active EE | $346 | $4,015-91.4% | $3,754-90.8% | $4,299-92.0% |
| Participant deferral / active EE | $4,319 | $5,564-22.4% | $5,116-15.6% | $6,507-33.6% |
| Admin fee / account holder | $130 | $9,860-98.7% | $8,919-98.5% | $12,624-99.0% |